Backstop vs Carta

Backstop has 37 reviews and a rating of 4.3 / 5 vs Carta which has 45 reviews and a rating of 4.38 / 5. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

User Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

4.30 / 5 (37)

4.38 / 5 (45)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.0 / 5

4.5 / 5

Last Review Written

September 29, 2020

July 20, 2021

Pros/Cons

  • Pros

  • Simple, easy to use, can be customized to fit the needs of the organization. Support is outstanding. Definitely the best of the dozen CRM/portal systems I've used over a 20+ year career in Finance.

  • User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.

  • Cons

  • It is a very powerful piece of software; there is a lot Backstop is capable of that we aren't taking advantage of. It takes a lot of time to get the most use out of the software.

  • Reporting is a bit cumbersome and slow. Customization is limited. Email integration created a huge headache, but was solved quickly. Outlook and Excel add-ins crash occasionally

  • Pros

  • Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

  • I really like using Carta to manage our stock options for employees. I find it simple to use both for administrators as well as employees who are creating accounts and reviewing options.

  • Cons

  • Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's

  • Don't really have any problems with the software. I am just a user of the tool with very limited permissions. There is not much I can do on the site.

Pricing

Pricing Range

Product Demo & Screenshots

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Additional Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Support and Training

Support

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Training

In Person

Live Online

Webinars

Documentation

Videos

In Person

Live Online

Webinars

Documentation

Videos